Northwest Financial Advisors Vanguard Utilities ETF Transaction History
Northwest Financial Advisors
- $136 Billion
- Q1 2024
A detailed history of Northwest Financial Advisors transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Northwest Financial Advisors holds 2,129 shares of VPU stock, worth $315,837. This represents 0.22% of its overall portfolio holdings.
Number of Shares
2,129
Previous 108
1871.3%
Holding current value
$315,837
Previous $14.8 Million
1950.75%
% of portfolio
0.22%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding VPU
# of Institutions
519Shares Held
12MCall Options Held
51.1KPut Options Held
16.2K-
Beacon Capital Management, Inc.1.17MShares$174 Million7.17% of portfolio
-
Morgan Stanley New York, NY959KShares$142 Million0.01% of portfolio
-
Envestnet Asset Management Inc737KShares$109 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC613KShares$90.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC551KShares$81.8 Million0.04% of portfolio